See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,237 | $95,416-95.6% | $185,823-97.7% | $85,850-95.1% |
| Participation rate | 30.3% | 68.8%-38.5pp | 81.7%-51.4pp | 69.3%-39.0pp |
| Annual return | 5.19% | 23.59%-18.4pp | 122.05%-116.9pp | 318.53%-313.3pp |
| Employer contribution / active EE | $386 | $3,314-88.3% | $5,167-92.5% | $2,565-84.9% |
| Participant deferral / active EE | $583 | $3,423-83.0% | $5,568-89.5% | $3,952-85.3% |
| Admin fee / account holder | $883 | $7,213-87.8% | $16,237-94.6% | $6,260-85.9% |